Right but OpenAI are for real making that prediction about their consumer revenue, which seems decidedly ambitious (considering that they are making nothing from their current phone placement). And they have said that they expect it to be quite a large share!

https://mlq.ai/news/openai-projects-over-280-billion-revenue...

"OpenAI projects revenue will be divided nearly equally between its consumer and enterprise business units by 2030"

That it is so absurdly ambitious and so likely to run up against reality strikes me as really indicative of the quality of the envelopes these calculations are being sketched on.

Fidji Simo had to take medical leave so they're behind on their advertising platform. But in principle that could make a ton of money.